Client Relationship Manager

Hawk 3 Talent Solutions; Manchester; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

25 days holiday

8% matched pension contributions

Private health insurance

Monthly CRM bonus scheme

Annual profit bonus scheme

Job summary

A growing financial advisory business in Manchester seeks a Client Relationship Manager. Primary duties include managing client inquiries and fostering strong relationships. Ideal candidates will connect well with people and deliver high-quality service. This full-time position offers excellent benefits including health insurance and bonus schemes, amidst a positive team culture.

Qualifications

• Experience in managing client relationships effectively.
• Strong ability to connect with new clients and maintain existing ones.
• Proactive and driven with customer service focus.

Responsibilities

• Manage inbound enquiries and make outbound calls to new clients.
• Book follow-up meetings with advisors.
• Check in with clients regularly during onboarding.
• Provide regular check-ins post-onboarding to maintain service quality and identify additional support needs.
• Collaborate with internal teams and contribute ideas to improve client experience.

Skills

Customer service

Relationship management

Communication

Sales

Job description

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Direct message the job poster from Hawk 3 Talent Solutions

Specialist Recruitment Consultant at Hawk3 Talent Solutions

Job Title: Client Relationship Manager

Location: Manchester, City Centre

Salary: Competitive depending on experience and commission structure in place

Hawk3 Talent Solutions are recruiting on behalf of one a rapidly growing independent financial advisory business in the heart of Manchester. Due to internal promotion and growth, they are looking to hire a client relationship manager to join the team whilst launching a new business. This person will be the first point of call for new enquiries, so you need to be someone who is confident building relationships, have a passion for customer service and the journey of the customer. This is not another admin or coordination role — it’s your chance to become a key player in shaping customer experiences, strengthening client loyalty, and making a real difference in people’s financial journeys.

The role:

• You will be the face of the firm for new and existing clients
• Managing inbound enquiries of approx. 100 per week by making outbound introduction calls to discuss their requirements and the services the business offers to see if this is aligned
• Booking in qualified follow up meetings with advisors
• When a client is being onboarded you will be responsible for regular check ins to ensure the service is of standard and see if they need any additional assistance
• Work closely with internal team
• Suggesting improvements — your voice and ideas will be genuinely valued

While previous experience in financial services is a bonus, it’s not essential. What matters most is your ability to connect with people, deliver a high standard of service, and manage relationships with confidence and care.

Ideal backgrounds include:

Recruitment

Account Management

B2B or B2C Sales

Customer Success / Client Services

Why You’ll Love It Here:

25 days’ holiday, 8% matched pension contributions, private health insurance, a monthly CRM bonus scheme, and an annual profit bonus scheme.

Join a business in the middle of an exciting growth journey with BIG plans

Industry-leading training and support – no financial background required

Clear progression opportunities and commission structure in place

A genuinely positive and collaborative team culture

Interviews are happening now – ideal start date is the 2nd week of September

If you’re proactive, driven by quality, and thrive in a fast-paced environment where your efforts are rewarded — we want to hear from you!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management

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